Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,330,082
Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 SEI INVESTMENTS CO 1,052,792 1.1M $38M — ADD 31% 2 2 RAYMOND JAMES FINANCIAL INC 81,847 81,847 $3M — NEW 3 3 Vigil Wealth Management, LLC 57,580 57,580 $2M — ADD 6% 4 4 Goldstone Financial Group, LLC 51,492 51,492 $2M — TRIM -4% 5 5 LPL Financial LLC 50,874 50,874 $2M — TRIM -9% 6 6 TWO SIGMA INVESTMENTS, LP 9,600 9,600 $345,312 — NEW 7 7 COMMONWEALTH EQUITY SERVICES, LLC 8,322 8,322 $299,330 — — 8 8 SHP Wealth Management 7,120 7,120 $256,107 — TRIM -35% 9 9 JONES FINANCIAL COMPANIES LLLP 6,941 6,941 $241,130 — ADD 80% 10 10 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,600 1,600 $57,808 — — 11 11 Parallel Advisors, LLC 1,068 1,068 $38,416 — — 12 12 OSAIC HOLDINGS, INC. 500 500 $17,985 — — 13 13 Waverly Advisors, LLC 345 345 $12,410 — NEW 14 14 MORGAN STANLEY 1 1 $47 — —
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
Holder trends· top 14 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value SEI INVESTMENTS CO 836K 853K 891K 818K 803K 1.1M $38M RAYMOND JAMES FINANCIAL INC — — — — — 82K $3M Vigil Wealth Management, LLC — — — — 54K 58K $2M Goldstone Financial Group, LLC 20K 32K 30K 41K 53K 51K $2M LPL Financial LLC 79K 97K 53K 56K 56K 51K $2M TWO SIGMA INVESTMENTS, LP 8K 11K 9K — — 10K $345,312 COMMONWEALTH EQUITY SERVICES, LLC 9K 9K 9K 8K 8K 8K $299,330 SHP Wealth Management — — — — 11K 7K $256,107 JONES FINANCIAL COMPANIES LLLP — — — 4K 4K 7K $241,130 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — — — — 2K 2K $57,808 Parallel Advisors, LLC 1K 1K 1K 1K 1K 1K $38,416 OSAIC HOLDINGS, INC. — — — — 500 500 $17,985 Waverly Advisors, LLC — — — — — 345 $12,410 MORGAN STANLEY — 1 1 1 1 1 $47
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Institutional footprint by quarter reporting 13F holders 14 2 2021-Q3 2026-Q1 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 4 holders · % suppressed/unavailable 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 4 holders · % suppressed/unavailable 2023-Q2 · 3 holders · % suppressed/unavailable 2023-Q3 · 2 holders · % suppressed/unavailable 2023-Q4 · 4 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 9 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 11 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 14 holders · % suppressed/unavailable 2026-Q1 · 14 holders · % suppressed/unavailable Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Quarter Holders Shares held % shares out Value held 2026-Q1 14 1,330,082 — $48M 2025-Q4 14 1,082,142 — $43M 2025-Q3 13 2,334,583 — $92M 2025-Q2 11 4,366,473 — $157M 2025-Q1 12 82,488,259 — $2.5B 2024-Q4 9 81,323,820 — $2.8B 2024-Q3 11 86,829,427 — $2.8B 2024-Q2 9 93,248,770 — $3.0B 2024-Q1 8 101,707,648 — $3.0B 2023-Q4 4 108,472,653 — $2.8B 2023-Q3 2 111,911,270 — $2.5B 2023-Q2 3 119,098,252 — $2.7B 2023-Q1 4 123,523,019
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.